People always ask us, “how do you find the people for your projects?”

Figuring out how to identify appropriate people to interview for a project is all-important. For Reading Ahead, we know we need people who are active readers. What constitutes an “active reader?” We’re defining it as people who read books at least three times a week, in multiple locations. We want people who are engaged in the behavior at a level where they will have lots of experiences from which to draw. We also know that we want to look at how people’s behavior changes/doesn’t change/is supported by/is influenced when reading books in print vs. reading eBooks using a device.

When we have established the criteria for participating in the research, we typically use a specialized recruiting company to find people. We write a screener, which has a series of specific questions to identify people who meet our criteria.

Screener excerpt, Reading Ahead project, 2009

Finding the right people can be quite complex, and for some projects, we’ve written screeners that are more than 10 pages long. If we’re looking for people who do activities X and Y, in locations 1, 2, and 3, but have never done activity Z-well, you get the idea!

In this project, the criteria are simpler, and we’ll be doing our own recruiting. In fact, if you’re in the Bay Area and an avid reader or Kindle user, let us know and maybe we can talk with you!

Update: We put together a representative screener that is formal enough to be given to a recruiting firm, even though we aren’t doing that for Reading Ahead. You can download it here.

We’re very excited here at Portigal Consulting to announce the start of a new self-funded project–Reading Ahead.

In Reading Ahead, we’ll be exploring the evolution of reading and books from a consumer perspective–what it means to be a reader, how artifacts from traditional books to devices like Amazon’s Kindle affect the experience, and what the future might hold for readers, product developers, and beyond.

Over the course of the project, we’ll be blogging both about how we work and what we see and learn.

Steve Portigal (left) and Dan Soltzberg, project kickoff, July 27, 2009

Understanding our client
One of the first steps in any project is figuring out what the project is really about. So the first piece of research we do is often focused on our client.

As we work with our clients to establish the scope and approach of a project, we also interview key stakeholders in their organization to better understand what they know and what they need to know. (This doesn’t always map to what they think they know and what they think they need to know, and it’s important to suss out the differences.) These interviews help us understand the dynamics of the team and the organizational culture.

In this case, we’re our own client, so we sat down and asked each other some fundamental questions

• What is it we want to know that we don’t know now?
  
• What are we going to do with what we learn?
  
• What are the people, places, things, behaviors, etc. that we think we want to focus on.
  
• How broadly or tightly do we want to draw the scope of the exploration (at least at the outset-this can change as the project moves forward). In this case, to what extent might we want to be looking at bigger categories like content, entertainment, free time?

The way we answer these project definition questions will have a huge affect on how the work unfolds. As in most projects, we’ll be looking for the sweet spot that is constrained enough to give the project a clear focus but open enough to leave room for the unexpected.

In Iain M. Banks’ “The Algebraist”, the protagonist Fassin Taak is a “Slow Seer” who spends years embedded alien cultures (including the complex Dwellers), engaging in conversation and seeking insight, in an activity referred to as “delving.” Because he favors traveling to these other planets in person, he is challenged by the establishment who prefer more efficient methods [boldface emphasis mine].

“Have you tried remote delving recently?”
“Not for a long time,” Fassin admitted.
“it’s changed,” Pagges said, nodding. “It’s much more lifelike, if you know what I mean; more convincing.” Paggs smiled. “There have been a lot of improvements over the past couple of centuries.”
…
Ganscerel patted his arm again. “Just try it, will you, Fassin? Will you do that for me?”
Fassin didn’t want to say yes immediately. This is all beside the point, he thought. Even if I didn’t know there was a potential thread to Third Fury, the argument that matters is that the Dwellers we need to talk to just won’t take us seriously if we turn up in remotes. It’s about respect, about us taking risks, sharing their world with them, really being there.“

In Seventeen ways to not suck at research, number 9 was Breathe their air, my response to the increasing desire for remote ethnographic-like methods. I think the insight and empathy that is gained from getting out of our own environment is essential, and as Banks points out, showing up on someone else’s planet is a a very effective way to start building rapport.

(Ironic detail given my choice of metaphor: Dwellers reside in/on gaseous planets, so Fassin actually visits them encased in a pressurized vehicle, and never literally breathes their air).

Also see Great interviewing means feeling the subtext

• BusinessWeek looks at how Steelcase went from user research data to insights to opportunities – "But most innovations depend on nontraditional research methods—ethnographic studies, customer-created collages, and so on—that can't easily be sliced and diced in Excel. That means synthesis can be one of the most challenging steps in the innovation process." This is an issue I'll be addressing in my upcoming workshop at EPIC 2009 "Moving from Data to Insights to Opportunities"
• The Museum of Forgotten Art Supplies – Not technically a museum (or even an Internet museum) as they've really just aggregated images that represent tools and ways of working that have or are in the process of obsoleting.

My EPIC 2009 workshop Moving from Data to Insights to Opportunities is now open for registration. It takes place September 1 in Chicago.

One of the most persistent factors limiting the impact of ethnography in business is that research projects often stop with a cataloging findings and implications rather than generating opportunities that directly enable the findings. How can designers and researchers work with ethnographic data to create new things for business to do?

Participants in this workshop will learn an effective framework for synthesizing raw data into insights, and then creatively using those insights to develop a range of business concepts that respond to those insights. While the framework includes a step to identify key filters that will ultimately prioritize across all generated concepts, the emphasis in this workshop will be to think as broadly as possible during ideation, truly strengthening the creative link between “data” and “action.” By the end of the workshop, participants will have developed a range of high-level concepts that respond to a business problem and integrate a fresh, contextual understanding of that problem.

This workshop is a lot of fun to lead and, as we’ve heard, fun and informative to participate in. Earlier this year it sold out at Interaction 09, and was enthusiastically received in its abbreviated format at San Francisco’s Interaction09 Redux and BayCHI.

Hope to see you there!

• Dave Cortright's #1 takeaway from Interaction 09 Redux – "Steve Portigal gave a condensed version of his workshop Well, we did all this research…now what? But the one thing I took away was something simple, yet obvious in hindsight. When you are doing observational and ethnographic research, the observee is the boss. They are always right. Their knowledge, experience, feelings, work environment etc. is the truth, and it is the truth that you seek. You are not there to fix things, or correct them, or show off how smart you are. You are there to learn about the world from their perspective."

• Discussion thread: Pictures in my blog don't appear in feedburner subscriber emails (not resolved) – People that receive this blog by email are apparently not seeing the images. However, I am. So what is screwed up, and how to fix it? This is daunting and frustrating.
• Ethnographic Research: A Key to Strategy (in 2009 we appear to need yet another brief yet direct intro to how ethnography supports business) – Recently, Intel ethnographers have veered into strategic questions. Like many high-tech companies, Intel makes long-term bets on how markets will play out. Will television and PC technology converge? Are baby boomers retaining their PC and TV habits as they age, or are they comfortable shifting to new media? Will smartphones take over most of the functions of personal computers? (thanks, Ben Kraal)

• Percival Everett's short story, “The Appropriation of Cultures” – This is the second story in this podcast and is an entertaining and powerful piece of fiction about the meaning of symbols and the power that we might seize to change that meaning. Culture jamming as narrative device, in other words.
• Ethnography is not an in-home interview – Grant McCracken considers the emerging finger-pointing as Tesco doesn't do as well in the US as they had hoped. Was research (or rather, poor research) to blame? I share his concern about people going through the motions and claiming they've done the research. A prospective client asked us the other day why they would hire us as opposed to simply borrowing a video camera from his brother and dropping into some of their target offices. It's an important question because it reveals a common mindset. My short answer was that they should definitely do that, but that the expertise we are bringing includes (but is not limited to) the ability to plan and execute those interviews so you really do get to something new, and the process for analyzing and synthesizing that data so that we can identify what it means to them and what the opportunities are. Perhaps, as McCracken suggests, Tesco failed to do just that.
• Standing/adjustable height work surfaces, long available in workplaces, are being tried out – with seeming success – in schools – Teachers in Minnesota and Wisconsin say they know from experience that the desks help give children the flexibility they need to expend energy and, at the same time, focus better on their work rather than focusing on how to keep still.
  …
  “We’re talking about furniture here,” she said, “plain old furniture. If it’s that simple, if it turns out to have the positive impacts everyone hopes for, wouldn’t that be a wonderful thing?”

• Some brands remain untouched by discounts – Yet another (rambling anecdotal) story about changes in purchase behavior. We just did an ethnographic study in this area and didn't see (or probe for) the brand-motivating power described.
  "The reasons fall mostly into three categories: old habits die hard, brand loyalty runs deep and the Economics 101 law of supply and demand means the most sought-after brands can command the best prices. Beyond that, there are some items consumers stubbornly just won't forgo — sale or not — no matter how hard they're trying to stretch their budget.
  …
  "There are certain categories … where there are no substitutes accepted. It's infusing your brand with those things that people then say 'I have to have the real thing.'"
  …
  Heather Fox scours stores for sales and clips coupons for food and clothing discounts. But she won't cut corners when it comes to her Marlboro Lights.
  …
  Corlett puts it differently. "You may drink less Coke, but you're not giving up Coke," she said."

Wired describes a supersized server farm (a network/IT facility) in Las Vegas. This caught my eye:

Consider the comic book he penned about his staff, Switchblades: The Dark Ethereals have hacked into Earth’s ionosphere with a plan to destroy the Net! Luckily, Roy, er, Core and his band of super-employees are here to save the day-and keep the world safe for truth, knowledge, and the entrepreneurial way.

Early in my career we did an ethnographic study of senior IT professionals. During a visit to the converted-warehouse offices of a San Francisco clothing manufacturer, the CIO took us on a tour, and as we arrived at an appendage-like access-way, with a small wooden ladder cum staircase going through a heavy curtain. Before we entered what turned out to be the IT department and server room, our host said “…and this is the Batcave.”

That one word led to a significant insight about the identity of the IT professional: talented and heroic science-y types who labor unrecognized far behind the scenes, ready to emerge and save the city when they receive the signal. This informed a new segmentation of their market and some better understanding of how to position their evolving product line.

Although the company is gone from that space (it’s now loft-condo-something), it’s interesting to see that our finding still holds true today.

My workshop at interaction ’09 (with the chatty title of Well, we did all this research – now what?) is almost sold out. It’s happening very soon, February 5, in Vancouver. I’m really looking forward to the workshop (attendees are already off doing their pre-conference homework assignment) and the conference and being in Vancouver as well.

Many designers and other people who “make stuff” agree that talking to people is essential at many points throughout the process. But even with that agreement it's not always clear what to do with the “data” that comes from those conversations.

Through exercises, examples, and discussion, Steve will share some best practices before going out in the field, while out in the field, and after being in the field that help transform questions into answers, answers into insights, and insights into actions.

If you’re interested in attending the workshop, you should sign up quickly for one of the last few spots. Hope to see you there!

I was interviewed recently for What insight is ethnography delivering? (PDF). It’s a pretty clear piece, and I think we show well in it. Lots of tidbits but the closest thing to controversy is this:

Portigal accepts that while there needs to be conditions, such as a ban on any logos being worn by the accompanying client, and an agreement to undertake some basic workshop training to introduce them to the principles of field work, he is happy to bring along a member of the client’s team. “It’s the 80/20 rule: we ask 80% questions, you ask 20%. It takes them a couple of practices and then I think they can make a really valuable contribution.”

However, for O’Brien, the very thought of having a non-team member accompany out in the field is a non-issue. “We simply don’t believe in it,” he says. “The fewer people, the better. If you start crowding a room out, how is the participant going to feel comfortable? In fact, we have even lost jobs over it.”

It took me many years to come around to this way of thinking, but as our work has become more about facilitating our clients to take action and less about handing off insights, it seems right on for us. I’d love to hear what you think!

We’ve been doing some work lately with an organization who is trying to understand and respond to the evolution in telework – people who are working out of a dedicated home office but have a corporate job and maybe a formal workspace in their corporate office.

As we collected more stories from people, I was reminded of an old science fiction story (and I remembered the title, even) – The Machine Stops by E.M. Forster. I didn’t realize it was from 1909! The story powerfully describes a world of people each living alone and communicating with all the people in their network, anywhere on the planet, from the comfort of their chair.

It’s a pretty cool story in terms of how many themes of modern life, home, and work are captured or predicted from 100 years ago.

Imagine, if you can, a small room, hexagonal in shape, like the cell of a bee. It is lighted neither by window nor by lamp, yet it is filled with a soft radiance. There are no apertures for ventilation, yet the air is fresh. There are no musical instruments, and yet, at the moment that my meditation opens, this room is throbbing with melodious sounds. An armchair is in the centre, by its side a reading-desk-that is all the furniture. And in the armchair there sits a swaddled lump of flesh-a woman, about five feet high, with a face as white as a fungus. It is to her that the little room belongs.

An electric bell rang.

The woman touched a switch and the music was silent.

“I suppose I must see who it is”, she thought, and set her chair in motion. The chair, like the music, was worked by machinery and it rolled her to the other side of the room where the bell still rang importunately.

“Who is it?” she called. Her voice was irritable, for she had been interrupted often since the music began. She knew several thousand people, in certain directions human intercourse had advanced enormously.

But when she listened into the receiver, her white face wrinkled into smiles, and she said:

“Very well. Let us talk, I will isolate myself. I do not expect anything important will happen for the next five minutes-for I can give you fully five minutes, Kuno. Then I must deliver my lecture on “Music during the Australian Period”.”

She touched the isolation knob, so that no one else could speak to her. Then she touched the lighting apparatus, and the little room was plunged into darkness.

“Be quick!” She called, her irritation returning. “Be quick, Kuno; here I am in the dark wasting my time.”

But it was fully fifteen seconds before the round plate that she held in her hands began to glow. A faint blue light shot across it, darkening to purple, and presently she could see the image of her son, who lived on the other side of the earth, and he could see her.

My third interactions column, The Journey Is The Reward, has just been published. I offer some thoughts about the experience of the outsider, especially when we travel to other countries, and how that outsider experience can be so generative in understanding other frames of reference and cultural models.

Get a PDF of the article here. As the interactions website only has a teaser, we’d like to offer a copy of the article. Send an email to steve AT portigal DOT com and (if you haven’t given us this info before) tell us your name, organization, and title. We’ll send you a PDF.

Other articles

• Persona Non Grata
• Everybody’s Talkin’ At Me
• Hold Your Horses
• Living In The Overlap
• Some Different Approaches to Making Stuff
• Poets, Priests, and Politicians
• Interacting With Advertising
• Ships in the Night (Part I): Design Without Research?
• Ships in the Night (Part II): Research Without Design?
• We Are Living in a Sci-Fi World
• On Authenticity
• The Hard Work Lies Ahead (If You Want It)
• What to Expect When You’re Not Expecting It
• Elevator Pitch
• Kilroy Was Here
• Never Eat Anything Raw
• Content, the Once and Future King

Portigal Consulting is covered in a recent cover article (Design an “Experience” for Users) in NIKKEI ELECTRONICS, January 28, 2008 vol. 970.

A large number of companies are seeking detailed information from end users that will hold clues for products offering a brand new experience. But for an idea to become reality, companies will have to discard any basic assumptions they already hold.

The magazine is print-only, and is in Japanese (link above is only to the article summary). If you’ve got a copy of the article and want to share, please let me know. We’d love to see the piece and someday even find a translation.

Update: scans are posted here. Thanks, David!